Altman Advisors, Inc. Top Holdings and 13F Report (2025) About Altman Advisors, Inc.Investment ActivityAltman Advisors, Inc. has $234.54 million in total holdings as of December 31, 2024.Altman Advisors, Inc. owns shares of 96 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 9.86% of the portfolio was purchased this quarter.About 4.92% of the portfolio was sold this quarter.This quarter, Altman Advisors, Inc. has purchased 93 new stocks and bought additional shares in 59 stocks.Altman Advisors, Inc. sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings FT Vest U.S. Equity Buffer ETF - November $18,283,403iShares Core MSCI Europe ETF $10,055,664Apple $8,377,820Amazon.com $7,441,415NVIDIA $6,899,959 Largest New Holdings this Quarter Vanguard Extended Duration Treasury ETF $5,429,180 HoldingARISTA NETWORKS INC $2,543,295 HoldingiShares MSCI ACWI ETF $2,254,825 HoldingYum China $1,764,226 HoldingLAM RESEARCH CORP $1,717,629 Holding Largest Purchases this Quarter Vanguard Extended Duration Treasury ETF 80,171 shares (about $5.43M)ARISTA NETWORKS INC 23,010 shares (about $2.54M)iShares MSCI ACWI ETF 19,190 shares (about $2.25M)Yum China 36,625 shares (about $1.76M)LAM RESEARCH CORP 23,780 shares (about $1.72M) Largest Sales this Quarter Comcast 36,790 shares (about $1.38M)Anheuser-Busch InBev SA/NV 16,143 shares (about $808.28K)Eli Lilly and Company 933 shares (about $720.28K)Constellation Energy 3,055 shares (about $683.46K)Realty Income 12,521 shares (about $668.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltman Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNOVFT Vest U.S. Equity Buffer ETF - November$18,283,403$1,281,875 ▲7.5%407,4807.8%ETFIEURiShares Core MSCI Europe ETF$10,055,664$741,361 ▲8.0%186,2854.3%ETFAAPLApple$8,377,820$43,824 ▲0.5%33,4553.6%Computer and TechnologyAMZNAmazon.com$7,441,415$163,225 ▼-2.1%33,9193.2%Retail/WholesaleNVDANVIDIA$6,899,959$6,849 ▼-0.1%51,3812.9%Computer and TechnologyMSFTMicrosoft$6,255,219$131,090 ▼-2.1%14,8402.7%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$5,429,180$5,429,180 ▲New Holding80,1712.3%ETFGOOGLAlphabet$4,935,824$3,218 ▼-0.1%26,0742.1%Computer and TechnologyAVGOBroadcom$4,515,829$124,963 ▼-2.7%19,4781.9%Computer and TechnologyXSVMInvesco S&P SmallCap Value with Momentum ETF$4,474,987$76,272 ▲1.7%82,1401.9%MiscellaneousTSLATesla$4,195,494$147,402 ▼-3.4%10,3891.8%Auto/Tires/TrucksIAUiShares Gold Trust$3,926,384$351,155 ▲9.8%87,7961.7%FinanceMETAMeta Platforms$3,918,233$19,322 ▼-0.5%6,6921.7%Computer and TechnologyWMTWalmart$3,418,538$60,986 ▼-1.8%37,8371.5%Retail/WholesaleBRK.BBerkshire Hathaway$3,022,018$11,332 ▲0.4%6,6671.3%FinanceCBOECboe Global Markets$3,015,2170.0%15,4311.3%Financial ServicesABBVAbbVie$2,696,634$50,290 ▲1.9%15,1751.1%MedicalTSMTaiwan Semiconductor Manufacturing$2,656,724$141,408 ▼-5.1%13,4521.1%Computer and TechnologyNFLXNetflix$2,641,872$125,676 ▼-4.5%2,9641.1%Consumer DiscretionaryISRGIntuitive Surgical$2,624,937$110,656 ▼-4.0%5,0291.1%MedicalFLINFranklin FTSE India ETF$2,581,672$47,185 ▲1.9%68,1181.1%ETFORCLOracle$2,550,535$231,458 ▼-8.3%15,3061.1%Computer and TechnologyARISTA NETWORKS INC$2,543,295$2,543,295 ▲New Holding23,0101.1%COM SHSEXPEExpedia Group$2,473,158$39,316 ▼-1.6%13,2731.1%Retail/WholesaleVVisa$2,402,186$25,599 ▲1.1%7,6011.0%Business ServicesGSThe Goldman Sachs Group$2,396,121$33,789 ▼-1.4%4,1841.0%FinanceMUFGMitsubishi UFJ Financial Group$2,350,137$25,092 ▼-1.1%200,5241.0%FinanceDALDelta Air Lines$2,344,046$76,895 ▼-3.2%38,7451.0%TransportationETNEaton$2,296,357$34,185 ▼-1.5%6,9191.0%Industrial ProductsCRWDCrowdStrike$2,266,126$10,607 ▲0.5%6,6231.0%Computer and TechnologyIBMInternational Business Machines$2,259,394$51,660 ▼-2.2%10,2781.0%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,254,825$2,254,825 ▲New Holding19,1901.0%ManufacturingHUBSHubSpot$2,231,058$2,090 ▼-0.1%3,2021.0%Computer and TechnologyCEGConstellation Energy$2,223,320$683,462 ▼-23.5%9,9380.9%Oils/EnergyCCitigroup$2,179,518$282 ▲0.0%30,9630.9%FinanceCHENIERE ENERGY INC$2,174,171$15,040 ▲0.7%10,1190.9%COM NEWJPMJPMorgan Chase & Co.$2,166,336$16,780 ▲0.8%9,0370.9%FinanceMFGMizuho Financial Group$2,156,192$15,179 ▼-0.7%440,9390.9%FinanceBACBank of America$2,148,717$3,164 ▲0.1%48,8900.9%FinanceMMM3M$2,144,701$18,847 ▲0.9%16,6140.9%Multi-Sector ConglomeratesMAMastercard$2,099,485$21,063 ▲1.0%3,9870.9%Business ServicesUBSUBS Group$2,087,059$7,671 ▲0.4%68,8340.9%FinanceMSMorgan Stanley$2,078,201$6,412 ▼-0.3%16,5300.9%FinanceCBChubb$2,036,399$12,710 ▲0.6%7,3700.9%FinancePNCThe PNC Financial Services Group$2,030,515$4,436 ▲0.2%10,5290.9%FinanceXOMExxon Mobil$2,012,204$16,243 ▼-0.8%18,7060.9%Oils/EnergyGILDGilead Sciences$1,935,387$7,205 ▲0.4%20,9530.8%MedicalPRUPrudential Financial$1,906,777$11,142 ▲0.6%16,0870.8%FinanceICEIntercontinental Exchange$1,899,904$12,070 ▲0.6%12,7500.8%FinanceCOSTCostco Wholesale$1,892,522$13,747 ▲0.7%2,0650.8%Retail/WholesaleWCNWaste Connections$1,888,647$21,277 ▲1.1%11,0070.8%Business ServicesDELLDell Technologies$1,879,910$38,836 ▲2.1%16,3130.8%Computer and TechnologyHDHome Depot$1,871,953$20,618 ▲1.1%4,8120.8%Retail/WholesaleEQIXEquinix$1,846,311$21,688 ▲1.2%1,9580.8%FinanceYUMCYum China$1,764,226$1,764,226 ▲New Holding36,6250.8%Retail/WholesaleGDGeneral Dynamics$1,735,440$23,979 ▲1.4%6,5860.7%AerospaceSHWSherwin-Williams$1,717,666$12,577 ▲0.7%5,0530.7%Basic MaterialsLAM RESEARCH CORP$1,717,629$1,717,629 ▲New Holding23,7800.7%COM NEWTXTTextron$1,714,678$29,755 ▲1.8%22,4170.7%AerospaceMCDMcDonald's$1,689,769$50,151 ▲3.1%5,8290.7%Retail/WholesaleULUnilever$1,653,874$28,520 ▲1.8%29,1690.7%Consumer StaplesEOGEOG Resources$1,617,889$30,889 ▲1.9%13,1990.7%Oils/EnergyDDominion Energy$1,604,795$25,906 ▲1.6%29,7960.7%UtilitiesDEDeere & Company$1,578,754$32,202 ▲2.1%3,7260.7%Industrial ProductsNEENextEra Energy$1,570,031$26,956 ▲1.7%21,9000.7%UtilitiesUNHUnitedHealth Group$1,569,827$23,778 ▲1.5%3,1030.7%MedicalPBRPetróleo Brasileiro S.A. - Petrobras$1,565,895$32,497 ▲2.1%121,7650.7%Oils/EnergyTGTTarget$1,555,216$31,632 ▲2.1%11,5050.7%Retail/WholesaleNVSNovartis$1,551,511$28,025 ▲1.8%15,9440.7%MedicalFEFirstEnergy$1,544,641$29,914 ▲2.0%38,8300.7%UtilitiesFLJPFranklin FTSE Japan ETF$1,529,491$35,906 ▲2.4%53,4600.7%ETFSHELShell$1,513,975$38,968 ▲2.6%24,1660.6%Oils/EnergyTMOThermo Fisher Scientific$1,486,836$34,856 ▲2.4%2,8580.6%MedicalADBEAdobe$1,475,448$28,904 ▲2.0%3,3180.6%Computer and TechnologyZTSZoetis$1,469,931$28,024 ▲1.9%9,0220.6%MedicalTAT&T$1,456,073$1,456,073 ▲New Holding63,9470.6%Computer and TechnologyJNJJohnson & Johnson$1,443,909$39,482 ▲2.8%9,9840.6%MedicalAMTAmerican Tower$1,438,297$34,114 ▲2.4%7,8420.6%FinanceNVONovo Nordisk A/S$1,372,105$10,064 ▲0.7%15,9510.6%MedicalBDXBecton, Dickinson and Company$1,367,390$16,562 ▲1.2%6,0270.6%MedicalSCCOSouthern Copper$1,283,748$133,232 ▲11.6%14,0870.5%Basic MaterialsUPSUnited Parcel Service$1,269,953$1,269,953 ▲New Holding10,0710.5%TransportationSPYVSPDR Portfolio S&P 500 Value ETF$1,148,400$866,896 ▲308.0%87,8890.5%ETFAMDAdvanced Micro Devices$1,130,353$31,285 ▲2.8%9,3580.5%Computer and TechnologyEFREaton Vance Senior Floating-Rate Trust$887,642$57,163 ▼-6.1%80,2030.4%Financial ServicesXDJAInnovator U.S. Equity Accelerated ETF - January$886,212$567,820 ▲178.3%82,8730.4%ETFORealty Income$871,436$668,745 ▼-43.4%16,3160.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$646,768$533,367 ▲470.3%41,8570.3%ETFBUDAnheuser-Busch InBev SA/NV$578,208$808,280 ▼-58.3%11,5480.2%Consumer StaplesEFAiShares MSCI EAFE ETF$557,246$3,932 ▲0.7%7,3700.2%FinanceLLYEli Lilly and Company$521,100$720,276 ▼-58.0%6750.2%MedicalBYLDiShares Yield Optimized Bond ETF$495,078$465,369 ▲1,566.4%252,5480.2%ETFSMMDiShares Russell 2500 ETF$336,226$263,888 ▲364.8%22,5660.1%ETFCMCSAComcast$295,436$1,380,728 ▼-82.4%7,8720.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$276,918$268,665 ▲3,255.3%15,0990.1%FinanceSSOProShares Ultra S&P500$258,288$15,542 ▼-5.7%2,7920.1%ETFANETArista Networks$0$2,249,953 ▼-100.0%00.0%Computer and TechnologyEWCiShares MSCI Canada ETF$0$1,694,846 ▼-100.0%00.0%ETFBPBP$0$1,339,192 ▼-100.0%00.0%Oils/EnergyCSCOCisco Systems$0$355,510 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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